Amiral Gestion
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), Amiral Gestion reported 16 stock positions worth $180.0 million. Its top holding was Microsoft (MSFT) at 16.7% of the portfolio, followed by Verisign (VRSN, 15.5%) and Adobe (ADBE, 12.0%). Compared with Q4 2025, it opened 1 new position, sold out of 12, added to 8 and reduced 7. The biggest buy was Verisign (VRSN, shares +2%) and the biggest sale an exit from PayPal (PYPL).
- Most Recent 13F
- Q1 2026
- Location
- PARIS, I0
- CIK
- 0001828064
- Portfolio Value
- $180.0M (Q1 2026)
- SEC Filing
- 0001828064-26-000002 ↗ filed Apr 20, 2026
Holdings Value
Holdings 16 stocks · $180.0M
| MSFT Microsoft Corp. | 16.65% | 80,969 | $30.0M | Add +2.9% |
| VRSN Verisign Inc. | 15.54% | 112,666 | $28.0M | Add +2.1% |
| ADBE Adobe Inc. | 11.97% | 88,623 | $21.5M | Reduce -10.6% |
| NVR NVR Inc. | 9.45% | 2,582 | $17.0M | Add +7.7% |
| BF.B Brown-Forman Corp. Class B | 8.20% | 558,244 | $14.8M | Add +36.3% |
| V Visa Inc. Class A | 6.93% | 41,255 | $12.5M | Reduce -45.0% |
| DPZ Domino's Pizza Inc. | 6.61% | 33,160 | $11.9M | Add +31.8% |
| PAYC Paycom Software Inc. | 5.69% | 84,206 | $10.2M | Reduce -27.7% |
| CL Colgate-Palmolive Co. | 4.55% | 96,000 | $8.2M | Reduce -32.3% |
| EW Edwards Lifesciences Corp. | 4.29% | 96,389 | $7.7M | Reduce -57.5% |
| POOL Pool Corp. | 4.18% | 37,189 | $7.5M | New |
| SE Sea Ltd.-ADR | 2.37% | 51,500 | $4.3M | Add +8.4% |
| PDD PDD Holdings Inc. | 1.53% | 27,000 | $2.8M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.99% | 3,100 | $1.8M | Add +85.6% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.91% | 12,000 | $1.6M | Reduce -20.0% |
| DOLE Dole PLC | 0.15% | 19,180 | $276K | Add +5.5% |
Portfolio Sells Q4 2025 → Q1 2026
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −5.07 |
| EW Edwards Lifesciences Corp. | Reduce -57.5% | 4.29% | −2.82 |
| V Visa Inc. Class A | Reduce -45.0% | 6.93% | −2.75 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −2.39 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −2.30 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −1.98 |
| PEP Pepsico Inc. | Sold out | 0.00% | −1.41 |
| PACB Pacific Biosciences of Calif | Sold out | 0.00% | −1.18 |
| PAYC Paycom Software Inc. | Reduce -27.7% | 5.69% | −1.14 |
| ADBE Adobe Inc. | Reduce -10.6% | 11.97% | −0.79 |
| YMM Full Truck Alliance -SPN ADR | Sold out | 0.00% | −0.73 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.67 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.53 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.27 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −0.10 |
| USD Proshares Ultra Semiconduct | Sold out | 0.00% | −0.01 |
| FUTU Futu Holdings Ltd.-ADR | Reduce -20.0% | 0.91% | +0.01 |
| PDD PDD Holdings Inc. | Reduce -3.6% | 1.53% | +0.37 |
| CL Colgate-Palmolive Co. | Reduce -32.3% | 4.55% | +0.42 |
Portfolio Buys Q4 2025 → Q1 2026
| VRSN Verisign Inc. | Add +2.1% | 15.54% | +5.69 |
| BF.B Brown-Forman Corp. Class B | Add +36.3% | 8.20% | +4.27 |
| POOL Pool Corp. | New | 4.18% | +4.18 |
| NVR NVR Inc. | Add +7.7% | 9.45% | +3.02 |
| DPZ Domino's Pizza Inc. | Add +31.8% | 6.61% | +2.75 |
| MSFT Microsoft Corp. | Add +2.9% | 16.65% | +2.65 |
| META Meta Platforms Inc. Class A | Add +85.6% | 0.99% | +0.58 |
| SE Sea Ltd.-ADR | Add +8.4% | 2.37% | +0.14 |
| DOLE Dole PLC | Add +5.5% | 0.15% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 16 | $180.0M | MSFT, VRSN, ADBE, NVR, BF.B |
| Q4 2025 | 27 | $272.0M | MSFT, ADBE, VRSN, V, EW |
| Q3 2025 | 27 | $277.1M | ADBE, MSFT, PYPL, EW, META |
| Q2 2025 | 21 | $231.9M | META, ADBE, MSFT, PYPL, GOOGL |
| Q1 2025Amended | 27 | $181.7M | ADBE, GOOGL, NVR, META, PEP |
| Q4 2024Amended | 31 | $158.4M | GOOGL, META, PYPL, ADBE, PEP |